Wedding bells bring rejoicing – and financial changes. If you are marrying for the second time, the changes might seem overwhelming. There are estate issues, alimony or child support obligations and other matters to consider.

Established in 1978, Terry Lockridge & Dunn provides tax, accounting and consulting services. We maximize the wealth of our business and individual clients through sound advice and access to timely and accurate information. Contact Us to see how we can help you achieve your financial goals!

Our affiliation with the wealth management firm World Trend Financial gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.

As a client of Terry Lockridge & Dunn for several years, we look to them for accounting services, tax planning, and general business advice and consulting. Terry Lockridge & Dunn has a team of talented professionals that we consider to be an extension of our team!

We came to have our taxes and personal finances evaluated. They helped us with that and to make plans for the future. I think we’ve followed their advice to the letter. They’ve been a terrific help. For sound, good advice, they are the place to go.

-Gerald Moser, Toddville - Client since 1982

We came to Terry Lockridge & Dunn and World Trend Financial to get help with taxes and retirement planning when we opened our business. We are very pleased with their services.

Terry Lockridge & Dunn has managed our payroll and taxes impeccably. It enables us to focus on our mission - the education of young children. The accountants at TLD work with us closely and are a phone call away as needs arise. We are able to thrive as an institution because of their supportive services.

-Carly Andrews, Former Head of School at Willowwind Elementary and Pre-School Iowa City

My business was growing and I needed an accountant. They’ve helped with everything from tax advice and planning to business consulting and personal finances. They are great at what they do. I think their individual approach sets them apart. They get to know you and are very responsive.